Bridgeford Advisors (dba Bridgeford) – Bridgeford Trust Company’s sister company – is excited to be a sponsor of the Newport Beach Chamber’s 2024 Economic Forecast, a signature annual event with a focus on the 2024 economy to help with budgeting, finance, real estate, and investment decisions. This event will take place on Wednesday, October 11, 2023, from 11:00am-1:30pm at Balboa Bay Resort in Newport Beach, CA. David Warren, Co-Founder/Chairman of Bridgeford Trust Company and President/CEO of Bridgeford Advisors, will be attending and is looking forward to this much anticipated event and hosting a table of outstanding professionals in the region.
The 2024 Economic Forecast featuring the UCI Paul Merage School of Business is presented by the Newport Beach Chamber of Commerce each year and the event attracts hundreds of Orange County business leaders, media, and government officials. It promises to deliver a powerful program presented by an esteemed and unprecedented panel of experts. This year, Christopher Schwarz – Professor, Finance at UC Irvine’s Paul Merage School of Business and Faculty Director for the University of California, Irvine Center for Investment and Wealth Management – will present the “Economic and Financial Forecast for 2024.” Christopher will be joined by Marshall Toplansky – Innovation Professor, Management Science Argyros School of Business and Economics at Chapman University; Co-Founder and Former Managing Director of KPMG’s National Center of Excellence in Data and Analytics; and Director of the Harvard Business School Association of Orange County – who will present “A Look at the Forces Driving Commercial Real Estate Markets.”
Bridgeford Advisors’ California office works with advisors, partners, and clients in the region as we continue to promote the power of modern trust law and the South Dakota Advantage as well as the vital importance of selecting proper trust jurisdiction (particularly with respect to tax planning opportunities for families living in a state with extremely high tax rates, such as California). You can learn more about the power of South Dakota trust law in this educational brochure that addresses important modern law concepts as well as through this objective chart comparing the leading U.S. trust jurisdictions.
We do have a limited number of tickets available to join David at this event, so please reach out to us if you’ll be in the area and would like to attend.
